Job Details

Attorney in Conshohocken, PA

Organization Type

In-House

Job Type

Non-practicing Attorney

Posted on

Jun 11, 2021

Years of Experience

Min 12 yrs required

Location

Conshohocken, PA, United States
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Private Client Advisor II
The candidate will be responsible for new client acquisition, deepening client relationships and building an internal and external network to achieve business development goals. Leads client team members and partners with other internal specialists to provide clients access to the full array of Private Bank capabilities and services, as required meeting their specific needs. Report to the Market Executive. Provides advice to clients with complex financial needs. A PCA focuses on sales to new and existing High Net Worth (HNW) clients. Help facilitate the integrated delivery of our services for investments, credit, fiduciary and other banking services. Act as a trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed. Develop an in-depth understanding of clients' needs, preferences and overall wealth; be responsive to changes in the business environment or client needs. Effectively manage a book of relationships and act as relationship lead accountable for the client's experience. Leverage specialists, service officers and other expert resources to ensure the integrated delivery of investment, fiduciary, credit and banking solutions. Build relationships with internal and external sales referral partners. Lead the Client Management Process (CMP) within client team to identify new business development opportunities. Motivate and influence client team members appropriately; collaborate in their onboarding, coaching and development. Meet Risk & Compliance requirements and policies. Responsible for driving new business development for target client segment ($3MM++ investable assets). Present to clients a holistic approach, leveraging the entire Private Bank platform.

Qualification and Experience

The candidate should preferably have MBA or Post-Graduate Degree and CFP, CPA, CFA, CTFA, CFM or J.D. Must have 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor’s degree with Series 7, 63, and 65 (or Series 7 and 66) may gain licenses after start - unlicensed may be considered if willing to obtain licenses within 120 days of start date. Should have a high-touch, client-focused individual with exceptional interpersonal skills. Must be a skilled negotiator, solutions-oriented; sales, and financial aptitude. Ability to work and identify the need for team specialists; collaborate closely with other team members is needed. The ability to influence; proactively asks for and closes business is essential.

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